Baron Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$215K	Buy	+346	New	+$215K	0.08%	212
2025 Q1	–	Sell	-344	Closed	-$202K	–	226
2024 Q4	$202K	Buy	+344	New	+$202K	0.1%	182